Company Information

Get to know Summer KiwiSaver scheme

The Summer KiwiSaver scheme is a managed investment scheme designed for New Zealanders' retirement savings. It is issued and managed by Forsyth Barr Investment Management Limited, a part of Forsyth Barr, one of New Zealand's leading investment advisory and sharebroking firms with a history dating back to 1936. Summer's mission is to provide members with more control, choice, and transparency over their KiwiSaver investment. It differentiates itself through active investment management by experienced professionals and provides online tools that allow members to monitor their portfolio and make informed decisions.

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Summer KiwiSaver scheme

New Zealand

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.